State Licensed Associate Investment Advisor
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Key Responsibilities Conduct financial consultations to identify client goals and recommend aligned solutions Facilitate onboarding and asset consolidation for clients entering the Wealth Solutions program Utilize Salesforce and planning tools to manage pipelines and document client interactions
Required Qualifications Bachelor's degree in Business, Finance, Economics, or related field, or equivalent experience 1-2 years of experience in financial services, sales, or customer service preferred FINRA Series 7, 63, and 65 (or 66) required or ability to obtain within 90 days of employment State life and health insurance license preferred Exposure to advisory, investment, or wealth management roles is a plus
Position Requirements
10+ Years
work experience
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